Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Hutchens & Kramer Investment Management Group, LLC | $373,257,327 | 160 | $2,332,858 | June 30, 2026 |
| Jentner Corp | $373,283,657 | 54 | $6,912,660 | June 30, 2025 Stale |
| Friday Financial | $373,445,772 | 108 | $3,457,831 | June 30, 2026 |
| West Branch Capital LLC | $373,480,476 | 378 | $988,044 | March 31, 2026 Previous quarter |
| HARBOR ADVISORY CORP /MA/ | $373,720,385 | 82 | $4,557,566 | June 30, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | $373,856,273 | 117 | $3,195,353 | June 30, 2026 |
| Hobbs Group Advisors, LLC | $373,897,836 | 164 | $2,279,865 | June 30, 2026 |
| LFL Advisers, LLC | $374,027,995 | 9 | $41,558,666 | June 30, 2026 |
| NewGen Equity Long/Short Fund | $374,043,867 | 29 | $12,898,064 | Sept. 30, 2025 Stale |
| LifeWealth Investments, LLC | $374,131,622 | 136 | $2,750,968 | June 30, 2026 |
| Bell Asset Management Ltd | $374,535,782 | 63 | $5,945,012 | June 30, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $374,642,904 | 27 | $13,875,663 | June 30, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | $374,760,679 | 72 | $5,205,009 | June 30, 2026 |
| CIM INVESTMENT MANAGEMENT INC | $374,774,022 | 251 | $1,493,124 | March 31, 2026 Previous quarter |
| Family Legacy, Inc. | $374,933,793 | 124 | $3,023,660 | June 30, 2026 |
| Payne Capital Management, LLC | $375,038,078 | 88 | $4,261,796 | June 30, 2026 |
| Geneva Partners, LLC | $375,091,547 | 75 | $5,001,221 | June 30, 2026 |
| Sara-Bay Financial | $375,424,271 | 87 | $4,315,222 | June 30, 2026 |
| Harbor Island Capital LLC | $375,554,343 | 16 | $23,472,146 | June 30, 2026 |
| Kings Path Partners LLC | $375,823,213 | 353 | $1,064,655 | June 30, 2026 |
| Balance Wealth Partners LLC | $375,996,932 | 165 | $2,278,769 | June 30, 2026 |
| Shilanski & Associates, Inc. | $376,267,105 | 109 | $3,451,992 | Sept. 30, 2025 Stale |
| VSM Wealth Advisory, LLC | $376,457,556 | 507 | $742,520 | June 30, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | $376,574,957 | 144 | $2,615,104 | June 30, 2026 |
| Fortis Group Advisors, LLC | $376,642,298 | 619 | $608,469 | June 30, 2026 |
| M. Kraus & Co | $376,657,909 | 86 | $4,379,743 | June 30, 2026 |
| Nalanda India Equity Fund Ltd | $376,818,750 | 1 | $376,818,750 | June 30, 2026 |
| Starr Indemnity & Liability Co | $377,049,253 | 4 | $94,262,313 | June 30, 2026 |
| Sensible Money, LLC | $377,142,786 | 101 | $3,734,087 | June 30, 2026 |
| Schiavi & Co LLC | $377,446,230 | 60 | $6,290,771 | June 30, 2026 |
| GILL CAPITAL PARTNERS, LLC | $377,512,979 | 701 | $538,535 | June 30, 2026 |
| Argos Wealth Advisors, LLC | $377,596,384 | 224 | $1,685,698 | June 30, 2026 |
| FC Advisory LLC | $377,598,790 | 118 | $3,199,990 | June 30, 2026 |
| Juniper Investment Company, LLC | $377,603,638 | 11 | $34,327,603 | June 30, 2026 |
| Shakespeare Wealth Management, LLC | $377,645,577 | 79 | $4,780,324 | June 30, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | $378,100,185 | 205 | $1,844,391 | June 30, 2026 |
| McMill Wealth Management | $378,859,506 | 60 | $6,314,325 | June 30, 2026 |
| S.E.E.D. Planning Group LLC | $378,923,928 | 88 | $4,305,954 | June 30, 2026 |
| Courage Miller Partners, LLC | $379,014,654 | 87 | $4,356,490 | June 30, 2026 |
| Cabot-Wellington, LLC | $379,525,357 | 5 | $75,905,071 | June 30, 2026 |
| Bridgefront Capital, LLC | $379,527,412 | 486 | $780,921 | June 30, 2026 |
| ShankerValleau Wealth Advisors, Inc. | $379,570,983 | 40 | $9,489,275 | June 30, 2026 |
| Corre Partners Management, LLC | $379,754,969 | 4 | $94,938,742 | June 30, 2026 |
| Advanced Asset Management Advisors Inc | $380,070,039 | 85 | $4,471,412 | June 30, 2026 |
| Briaud Financial Planning Inc | $380,226,343 | 42 | $9,053,008 | June 30, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | $380,233,880 | 1 | $380,233,880 | Dec. 31, 2025 Stale |
| Whetstone Capital Advisors, LLC | $380,414,562 | 68 | $5,594,332 | June 30, 2026 |
| SWEENEY & MICHEL, LLC | $380,799,241 | 164 | $2,321,947 | June 30, 2026 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | $380,825,756 | 27 | $14,104,658 | June 30, 2026 |
| CJM Wealth Advisers, Ltd. | $380,910,331 | 78 | $4,883,466 | June 30, 2026 |
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